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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,281 | $96,419-7.4% | $80,648+10.7% | $139,487-36.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.20% | 1352.86%-1336.7pp | 937.21%-921.0pp | 373.84%-357.6pp |
| Employer contribution / active EE | $7,636 | $3,261+134.2% | $2,724+180.4% | $4,755+60.6% |
| Participant deferral / active EE | $4,903 | $5,225-6.2% | $4,443+10.3% | $6,713-27.0% |
| Admin fee / account holder | $4 | $6,605-99.9% | $5,382-99.9% | $11,407-100.0% |